First Personal Financial Services’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $33.8K | Buy |
654
+159
| +32% | +$8.23K | 0.01% | 226 |
|
|
2024
Q2 | $20.6K | Hold |
495
| – | – | ﹤0.01% | 237 |
|
|
2024
Q1 | $26.8K | Hold |
495
| – | – | 0.01% | 220 |
|
|
2023
Q4 | $25.4K | Hold |
495
| – | – | 0.01% | 246 |
|
|
2023
Q3 | $28.7K | Hold |
495
| – | – | 0.01% | 240 |
|
|
2023
Q2 | $31.7K | Hold |
495
| – | – | 0.01% | 242 |
|
|
2023
Q1 | $34.3K | Buy |
495
+200
| +68% | +$13.9K | 0.01% | 240 |
|
|
2022
Q4 | $21.2K | Hold |
295
| – | – | 0.01% | 283 |
|
|
2022
Q3 | $21K | Sell |
295
-120
| -29% | -$8.54K | 0.01% | 282 |
|
|
2022
Q2 | $32K | Sell |
415
-1,140
| -73% | -$87.9K | 0.01% | 210 |
|
|
2022
Q1 | $114K | Sell |
1,555
-10
| -0.6% | -$733 | 0.03% | 141 |
|
|
2021
Q4 | $98K | Buy |
1,565
+10
| +0.6% | +$626 | 0.02% | 149 |
|
|
2021
Q3 | $92K | Sell |
1,555
-26
| -2% | -$1.54K | 0.02% | 155 |
|
|
2021
Q2 | $106K | Hold |
1,581
| – | – | 0.03% | 147 |
|
|
2021
Q1 | $100K | Hold |
1,581
| – | – | 0.03% | 146 |
|
|
2020
Q4 | $98K | Hold |
1,581
| – | – | 0.03% | 143 |
|
|
2020
Q3 | $95K | Sell |
1,581
-75
| -5% | -$4.51K | 0.03% | 146 |
|
|
2020
Q2 | $97K | Buy |
1,656
+75
| +5% | +$4.39K | 0.03% | 144 |
|
|
2020
Q1 | $88K | Sell |
1,581
-2,443
| -61% | -$136K | 0.03% | 146 |
|
|
2019
Q4 | $258K | Buy |
4,024
+1,193
| +42% | +$76.5K | 0.08% | 110 |
|
|
2019
Q3 | $144K | Buy |
2,831
+202
| +8% | +$10.3K | 0.04% | 149 |
|
|
2019
Q2 | $119K | Buy |
2,629
+7
| +0.3% | +$317 | 0.03% | 199 |
|
|
2019
Q1 | $125K | Hold |
2,622
| – | – | 0.04% | 189 |
|
|
2018
Q4 | $136K | Sell |
2,622
-215
| -8% | -$11.2K | 0.05% | 176 |
|
|
2018
Q3 | $176K | Buy |
2,837
+220
| +8% | +$13.6K | 0.06% | 171 |
|
|
2018
Q2 | $145K | Sell |
2,617
-3,836
| -59% | -$213K | 0.05% | 185 |
|
|
2018
Q1 | $409K | Sell |
6,453
-2,784
| -30% | -$176K | 0.09% | 157 |
|
|
2017
Q4 | $566K | Buy |
9,237
+445
| +5% | +$27.3K | 0.11% | 144 |
|
|
2017
Q3 | $560K | Buy |
8,792
+898
| +11% | +$57.2K | 0.12% | 136 |
|
|
2017
Q2 | $440K | Hold |
7,894
| – | – | 0.1% | 152 |
|
|
2017
Q1 | $429K | Sell |
7,894
-1,000
| -11% | -$54.3K | 0.1% | 135 |
|
|
2016
Q4 | $519K | Buy |
8,894
+4,855
| +120% | +$283K | 0.14% | 121 |
|
|
2016
Q3 | $218K | Sell |
4,039
-503
| -11% | -$27.1K | 0.06% | 153 |
|
|
2016
Q2 | $335K | Buy |
4,542
+2,099
| +86% | +$155K | 0.11% | 127 |
|
|
2016
Q1 | $156K | Buy |
2,443
+856
| +54% | +$54.7K | 0.08% | 130 |
|
|
2015
Q4 | $109K | Hold |
1,587
| – | – | 0.06% | 139 |
|
|
2015
Q3 | $94K | Hold |
1,587
| – | – | 0.06% | 136 |
|
|
2015
Q2 | $106K | Hold |
1,587
| – | – | 0.06% | 130 |
|
|
2015
Q1 | $103K | Buy |
1,587
+950
| +149% | +$61.7K | 0.06% | 133 |
|
|
2014
Q4 | $37K | Buy |
+637
| New | +$37K | 0.02% | 171 |
|